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周四,英格兰银行发布的数据显示,英国雇主对工资增长的预期继续放缓。另一份报告显示,11月英国建筑业活动有所上升,但两份报告对英镑的影响均有限。然而,英镑兑美元上涨0.45%,收于1.2758。

(GBPUSD日线图,来源:Trading View)
与此同时,唐纳德·特朗普的连任将市场焦点转向了可能受到关税冲击的经济体货币,如欧元和人民币。而英国英镑由于英国经济在很大程度上未受到特朗普贸易政策的影响,因而相对避免了危机冲击。英国服务主导型经济体较少受到关税影响,加之今年早些时候与美国实现的适度商品贸易顺差,帮助英镑避免了波动。
英格兰银行还指出,由于政府预算的影响,超过一半的受访企业计划提高价格并裁员。同一天,英国首相斯塔默重申了其政府对实现经济增长目标的坚定承诺。
英国商会表示,2025年可能是一个充满挑战的年份,原因是就业成本上升和特朗普新政府可能对出口商品征收关税。然而,英国商会的观点比英国工业联合会(CBI)更为乐观,将其2025年的经济增长预测从1.0%上调至1.3%。经济合作与发展组织(OECD)也表达了积极态度,将2025年英国经济增长预期从1.2%上调至1.7%。
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